Wealth Management Internships

New Wealth Management Internships

New Wealth Management Internships are now available from Alan B. Lancz and Associates, Inc. These flexible term opportunities are offered in fields of Finance, Accounting, Statistics, Computer Science or Mathematics. We seek creative and open minds that strive to be world class in a variety of financial classes from equity/fixed income research to private equity and real estate. The positions are located at our corporate offices in Toledo, OH with the potential for future full-time employment as a financial professional with the firm.

Role

The chosen candidates will be working in all aspects of wealth management, including data gathering and analysis using data analytics and coding (Python/SQL), all aspects of real estate, market research of potential acquisition opportunities, website development and financial planning including proformas, budgets, technical and fundamental analysis. Additional duties will include assistance in the preparation, publication and distribution of research, along with practical hands-on experience in private equity, real estate, investment analysis and retirement planning. The term of the Internships will depend on periodic reviews of performance. Compensation will be determined by qualifications and experience.

Key Skill Areas

• Digital marketing skills including data analytics, web development and coding
• Capability and willingness to work long hours.
• Energetic, flexible, and approachable work style with the ability to manage multiple projects simultaneously, along with the ability to work independently or collaboratively.

Qualifications Needed

• Bachelor's degree completed in Finance, Economics, Computer Science, Statistics or Engineering. An advanced degree desirable.
• Experience in financial planning, investment analysis and/or investment banking.
• A strong portfolio of relevant project/academic work demonstrating these skills and qualifications.
• Industry designation such as CFP, CFA, CPA or equivalent desirable.

How to Apply

• Send us your cover letter and resume. Due to the high volume of quality applicants seeking the experience for an Alan B. Lancz & Associates, Inc. Internship, please describe why your skills and abilities make you feel you are the top-tier candidate for this Internship.
• Our address is: dave@ablonline.com.

**Job Type:** Internship

**Pay:** $20.00 - $28.00 per hour

**Benefits:** Flexible schedule

**Work Location:** In person